Self-Service for Customers

Enabling Self-Service for date changes, cancellations, and questionnaire edits is a great way to cut down on phone calls and get required information before trip time! When a customer receives a confirmation or reminder email for an experience that has Self-Service turned on, they'll be able to click on a "Manage this Purchase" button where they are taken to a Self-Service page. From there, they can change dates or cancel their reservation and make updates to their questionnaire. If you use Xola's invoice feature, you can even have customers self-service and make payments on the balance. 


What's covered in this article:


Enable Self-Service

  1. Navigate to Products> Experinces and click edit on the experience for which you'd like to turn on Self-Service.
  2. Click on the Self-Service tab on the left-hand menu.
  3. Tick on the boxes to allow for date changescancellationsquestionnaire edits, and/or allow customers to make payments. When you select date changes and cancellations you'll be asked to specify how many days prior to the original trip a customer can make this change.
  4. Click Save.

Now let's take a look at what it looks like for your customer to use the Self-Service feature: 

Self-Service: Date Changes 

Self-Service - Manage Purchase.png

Self-Service: Cancellations

Self-Service - Cancellation.png
 

Self-Service: Questionnaire Changes

Self Service Questionnaire.gif

Self Service: Allow customers to make payment

This toggle allows your customers to pay for their invoices via a link in an email sent to them.

Self Service Invoice.png

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